Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹14.7038
-1.01%
(25 Jul)
AUM
2,108 Cr
TER
0.61%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+10.7%
+10.7%
+9.0%
+9.0%
+1.4%
+1.2%
3Y
+26.8%
+26.8%
+25.6%
+25.6%
+18.8%
NA
5Y
NA
NA
+19.5%
+19.5%
+21.4%
NA
ALL
+22.6%
+22.6%
+17.9%
+17.9%
+14.5%
+14.3%
VOL
14.0%
14.0%
18.5%
18.5%
-
12.2%
TER
0.6%
0.6%
0.9%
0.9%
-
0.6%
AUM
₹3,267 Cr
₹3,267 Cr
₹13,894 Cr
₹13,894 Cr
-
₹2,108 Cr
INFO
1.61
1.61
0.97
0.97
-
1.17
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
7.9%
Reliance Industries Ltd
4.9%
Treps
4.0%
Sundaram Liquid Dir Gr
3.6%
Axis Bank Ltd
3.5%
Larsen & Toubro Ltd
3.3%
Bharti Airtel Ltd
3.2%
Infosys Ltd
3.2%
State Bank of India
3.1%
Top industry exposure
Financial Services
32.1%
Industrials
11.7%
Consumer Cyclical
10.8%
Consumer Defensive
7.3%
Healthcare
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
33%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

FAQs